Filed November 8, 2011
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.8+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $398,943 |
THE VANGUARD GROUP, INC.2 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $146,426 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,642 | $45,000+48.1% | $143,757-53.6% | $77,904-14.5% |
| Participation rate | 95.8% | 66.8%+29.0pp | 80.3%+15.5pp | 73.7%+22.1pp |
| Annual return | -15.81% | 29.03%-44.8pp | -0.04%-15.8pp | 12.21%-28.0pp |
| Employer contribution / active EE | $3,511 | $1,870+87.8% | $4,951-29.1% | $2,848+23.3% |
| Participant deferral / active EE | $5,608 | $3,157+77.7% | $5,637-0.5% | $4,806+16.7% |
| Admin fee / account holder | $100 | $98+1.2% | $14,673-99.3% | $133-24.8% |